Managers of Wealth Americas

Millionaires' Top 5 Most Important New Year's Resolutions

Most people resolve to improve their health and diet in the New Year. Not Millionaires.

SEC Administrative Proceedings Increase as Constitutional Challenges Continue

New report draws on recently launched Securities Enforcement Empirical Database (SEED)

Rise in global wealth of top 1 per cent is harmful to the wellbeing of remaining 99 per cent, shows new research from Oxford Profess

New research by Professor at Said Business School, University of Oxford, identifies worrying relationship between the rise in wealth of top 1 per cent and issues of public health and productivity

Transparency is Differentiator When HNW Investors Seek New Advisor

These findings and more are from the January 2016 issue of The Cerulli Edge - U.S. Edition, which examines how wealth managers should address affluent households concerns, multi-family offices and their positioning to win the battle for wealthy clients, a

Does Ted Cruz’s Wife Work for Goldman Sachs?

The Texas senator has criticized big Wall Street banks like Goldman Sachs.

Key Challenges And Opportunities In Asset Management: A Q&A With Northern Trust

In the course of research for an upcoming Forbes Insights survey sponsored by EY, we had an opportunity to toss a handful of questions Pete’s way

U.S. Economy: A Money Laundering Operation?

America is emerging as safe haven for the world’s super-rich and their money – honest and ill-gotten alike.

Wealth Adviser Daily Briefing: A Creative Solution to a Cash Crunch

One possibility was a “hard money” loan, or short-term, asset-based financing typically offered by a private lender.

Baby Boomers Need To "Bank On" Millennials To Change The Way We Manage Money

Millennials are changing the face of the money world.

American Citizens Abroad Global Foundation seeks views on tax laws

Recently enacted tax laws for ex-pat Americans topic of new survey; results to inform research effort

American Citizens Abroad Global Foundation seeks views on tax laws

Recently enacted tax laws for ex-pat Americans topic of new survey; results to inform research effort

Bob Doll's 10 Investment Predictions for 2016

There are going to be good weeks and bad weeks—both for economic growth, for earnings, and therefore for the performance of the stock market

Affluent Hold Charitable Companies in High Regard (but Will They Invest in Them?)

Affluent investors appreciate a company's charitable initiatives, but financial returns trump "doing good."

10 Banking Trends for 2016

Here's what the next 12 months might bring for your bank and your money.

What to Expect From Royal Bank of Canada in 2016

Last year proved to be a difficult year for the market, and this was no exception for Royal.

PNC survey: 1 in 4 millionaire couples fight over money

The findings from the PNC Wealth and Values Survey were released Wednesday.

2015 Global Investment Banking Review

Finance industry titan JP Morgan had the best year among global investment banking firms in 2015, bringing in $5.98 billion in fees, representing just under 7% of IB firm fees.

Global investment banking fees fall 8 percent in 2015

One bright spot was mergers and acquisitions (M&A), where fees from completed activity rose 8 percent year-on-year

JPMorgan Warns Firms Could Pull U.K. Jobs in Event of `Brexit'

Financial services would feel the “negative impact of Brexit” most, which could “result in jobs moving outside the U.K

Growing challenge of how to sustain wealth in Asia

Stable economy, investment schemes… and that amazing sunshine?

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